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4 results found

  1. Reporting - Report that shows Repeating Invoices

    258 votes

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    102 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store. 

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

    Doni Atanasova supported this idea  · 

  2. Mileage/Tracking Report - Ability to see employee mileage within the tax year

    32 votes

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    submitted  ·  6 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Doni Atanasova supported this idea  · 

  3. Business snapshot - Link to default custom Profit & Loss Report

    5 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Doni Atanasova supported this idea  · 

  4. Remittance - Select & send from Account Transactions screen

    53 votes

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    29 comments  ·  Purchase orders, bills & inventory » Paying bills  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi community, thanks for sharing your thoughts on being able to send remittance advice in bulk from the Account Transactions screen. We appreciate you explaining how this could help simplify payment workflows.

    We’ve reviewed this idea and agree it’s a valuable one. It’s not something on the current roadmap right now, but it’s an area the team would like to explore in the future.

    In the meantime, we’d love to hear more about how this would help in your day-to-day work. The more examples and votes we have, the better we can understand what matters most when we start looking into it. Thanks again for all your input and continued feedback!

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    Doni Atanasova commented  · 

    We also use the new Direct payments in Xero (via Crezco), but sending manually remittances makes no sense and it is not efficient at all. Please allow bulk remittances.

    Doni Atanasova supported this idea  ·